Spyrnal Wealth Management, LLC
● SEC registered since 2024CRD 299957SEC# 801-129269Bokeelia, FL
Reg. AUM
$145.5M
Employees
4
Accounts
390
Location
Bokeelia, FL
Spyrnal Wealth Management, LLC assets under management
Spyrnal Wealth Management, LLC is an investment advisory firm registered with the SEC based in Bokeelia, FL. The firm has been registered since 2024. It reports $145.5 million in regulatory assets under management and employs 4 people.
Spyrnal Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Patrick Michaels Control | Managing Member | Over 75% | 2022 |
| Timothy James Spyrnal Control | Iar And Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Spyrnal Wealth Management, LLC manage?
Spyrnal Wealth Management, LLC reports $145.5 million in regulatory assets under management on its Form ADV.
How many employees does Spyrnal Wealth Management, LLC have?
Spyrnal Wealth Management, LLC reports 4 employees.
Where is Spyrnal Wealth Management, LLC located?
Spyrnal Wealth Management, LLC is based in Bokeelia, FL and has been SEC-registered since 2024.
Does Spyrnal Wealth Management, LLC disclose fund performance?
Spyrnal Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5524 Avenue a, Bokeelia, FL 33922 |
| Phone | 239.282.2835 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$145.5M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$145.5Mregulatory AUM
Discretionary $137.5MNon-discretionary $8M